Positioning Watch: Investors are yet again short bonds..
We have looked at fund flows now that CFTC data on positioning remains unavailable due to a data-issue. Bond speculation is getting short again, while investors are not buying the rebounds in the USD and Tech/Discretionary stocks
![Positioning Watch](https://stenoresearch.com/wp-content/uploads/2023/01/Positioning-Watch.png)
We have looked at fund flows now that CFTC data on positioning remains unavailable due to a data-issue. Bond speculation is getting short again, while investors are not buying the rebounds in the USD and Tech/Discretionary stocks
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